The latest Retirement Confidence Survey from the Employee Benefit Research Institute shows confidence in specific factors for retirement readiness is lower, and sources offer suggestions for how retirement plan sponsors and advisers can help.
The quarterly Defined Benefit Market Update and Commentary is designed to support DB plan sponsor clients and potential clients in the ongoing management of their plans and includes data on interest rates, bond and equity markets, and commentary on economic and regulatory matters.
The report creates a watch list of investment managers that invest millions of dollars in companies that make assault weapons.
A new ETF market analysis from Greenwich Associates shows institutions continue relying on ETFs as “a liquid, fast and relatively low-cost tool in a wide range of tactical tasks,” such as managing cash flows and making nimble changes to their portfolios.
INSIDE THE MAGAZINE PLANSPONSOR February-March 2018
In a new Field Assistance Bulletin, the DOL clarifies how ESG investment considerations should be made under ERISA if ESG policies are included in investment policy statements and when choosing QDIAs.
More than four in 10 retirees report that their health care expenses in retirement are higher than they expected and one-quarter say long-term care costs have been higher.
The Employee Benefit Research Institute’s (EBRI) 28th annual Retirement Confidence Survey (RCS) finds the share of employees who feel very confident in their ability to live comfortably in retirement remains low at just 17%.
The lawsuit alleges investment firms sold investments to KRS that were “extremely high-risk” and produced “excessive fees, poor returns and ultimately, losses.”
For example, 73% of companies have added telemedicine services, 79% offer access to a 24-hour nurse line and 60% use health advocacy programs.
Plan sponsors now have the opportunity to contact the agency for a pre-filing consultation to discuss the filing process and ensure the filing of a distress termination is appropriate given the sponsor’s specific circumstances.
More than a decade ago, when my youngest son went to the prom at his high school, I realized how much more expensive it was to attend the prom than when I did so (I won’t say how long ago that was).
Mobile-friendly, responsive web portal design has increased in the retirement industry to match consumers’ rising desires to be able to complete routine tasks without being tethered to a computer.
The lawsuit questions the selection of underlying investments for the Principal LifeTime Hybrid Collective Investment Funds, alleging Principal used proprietary investment vehicles, rather than other investment vehicles, and share classes with higher fees.
AXA hires executive for Life, Retirement and Wealth Management Business; T. Rowe Price expands Retirement Plan Services Team with new hires; Vestwell partners with Namely for retirement experience; and more.